The Hartwell Process

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We begin by using quantitative screens across the growth universe to find companies that meet Hartwell’s growth criteria:
  • Above average EPS growth
  • High sales growth
  • Strong financials
  • Insider ownership

Because stocks that do not fit the Hartwell criteria do not distract our investment professionals, we are able to concentrate in depth on a select group of premiere growth companies. We then apply a qualitative analysis of the companies within our universe by looking for companies that have:

  • #1 or #2 industry position
  • Expanding return on invested capital
  • High earnings visibility
Hartwell managers then use extensive proprietary research to find companies with:
  • Proprietary technology
  • Competitive products
  • Recurring revenue
Once the companies have been identified by our portfolio managers and analysts, we rigorously adhere to our risk management disciplines and constantly review our:
  • Buy / sell disciplines
  • Valuation parameters
  • Investment rationale

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